Senior Manager, Third-Party Asset Manager ETF Relationship Management

Charles Schwab; San Francisco (CA); On-site; USD 130,000 - 175,000; Full time

Job summary

A leading financial services company is seeking a Senior Manager for Third-Party Asset Manager ETF Relationship Management. This pivotal role involves contract negotiation, relationship management within the ETF sector, and requires strong project management and communication skills. The successful candidate will play a critical role in enhancing client experiences and driving strategic initiatives.

Benefits

401(k) with company match

Paid time for vacation and volunteering

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• Minimum of 5 years' experience managing complex initiatives in financial services.
• Mutual Fund and ETF industry experience required.
• Experience with legal contracts and negotiations.

Responsibilities

• Developing and managing contracts with third-party asset managers.
• Partnering with stakeholders to negotiate relationship terms.
• Managing cross-functional projects and building relationships.

Skills

Negotiation

Project Management

Critical thinking

Communication

Relationship Building

Education

Bachelor’s degree

Tools

SQL

Morningstar

Job description

Senior Manager, Third-Party Asset Manager ETF Relationship Management

Join to apply for the Senior Manager, Third-Party Asset Manager ETF Relationship Management role at Charles Schwab

Senior Manager, Third-Party Asset Manager ETF Relationship Management

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Join to apply for the Senior Manager, Third-Party Asset Manager ETF Relationship Management role at Charles Schwab

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management investment products and solutions to both retail and registered investment advisor (RIA) clients.

Within WAS, the Senior Manager, Third-Party Asset Manager Relationship Management will be a part of the Investment Offers & Solutions (IOS) group’s Mutual Fund and ETF platform relationship management team. Our mission is to provide a positive experience for Schwab clients that invest in these products.

The Senior Manager, Third-Party Asset Manager Relationship Management will be responsible for helping shape plans for new initiatives which include

• Developing and leading an end-to-end process for the creation, negotiation and execution of contracts with third-party asset managers
• Partnering with key stakeholders to negotiate relationship terms
  
  

What you have

Required Qualifications

• Bachelor’s degree and minimum of 5 years’ relevant experience managing complex initiatives in the financial services industry.
• Mutual Fund and ETF industry experience.
• Experience with legal contracts and their business implications including the ability to quickly interpret complex terms, identify risks or ambiguities that impact stakeholders.
• Experience negotiating contract terms with external parties and the utilization of both assertiveness and diplomacy to reach favorable outcomes.
• Strong project management experience with cross-functional project management and relationship building skills; can work in both a strategic and executional capacity.
  
  

Preferred Qualifications

• Prior experience with wealth or asset management
• Understanding of SQL and database management systems
• Experience with Morningstar
• Critical thinking skills to break down complex situations and pinpoint root causes with a focus on solutions to drive improvements.
• Demonstrated ability to zoom in to scrutinize specifics while also zooming out to understand how those details fit into broader goals.
• Possesses emotional intelligence and strong communication skills to build trust and align others with a vision or goal to gain buy-in.
• Highly resourceful, adaptable, and creative problem solver, who can thrive in a dynamic environment, solve issues with urgency as they arise, and drive progress in ambiguous situations.
• Strong communication skills: articulate, clear and compelling in speech and writing.
• Ability to tell stories with data and develop them into robust presentations.
• A positive attitude, enthusiasm, professionalism, and a strong work ethic.
  
  

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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